JFS WEALTH ADVISORS, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$23,970
-2.7%
5000.0%0.00%0.0%
Q2 2023$24,6405000.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
PRING TURNER CAPITAL GROUP INC 112,740$6,227,0009.00%
Roof Eidam Maycock Peralta, LLC 192,390$10,626,0007.46%
SFMG, LLC 384,515$21,237,0004.68%
FINANCIAL CONSULATE, INC 116,612$6,440,0004.42%
JUNCTURE WEALTH STRATEGIES, LLC 105,979$5,853,0004.32%
Apriem Advisors 174,648$9,646,0003.80%
BerganKDV Wealth Management, LLC 112,471$6,212,0003.73%
Kernodle & Katon Asset Management Group, LLC 61,142$3,377,0003.20%
Moisand Fitzgerald Tamayo, LLC 109,468$6,046,0002.50%
Quantum Capital Management, LLC / NJ 144,817$7,998,0002.31%
View complete list of SCHWAB STRATEGIC TR shareholders